Bickling Financial Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bickling Financial Services’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$496K	Buy	1,120 +3	+0.3%	+$1.33K	0.31%	59
2022 Q3	$449K	Buy	1,117 +1	+0.1%	+$442	0.3%	63
2022 Q2	$461K	Buy	1,116 +1	+0.1%	+$452	0.29%	65
2022 Q1	$547K	Buy	1,115 +2	+0.2%	+$973	0.28%	66
2021 Q4	$576K	Buy	1,113 +2	+0.2%	+$1.02K	0.28%	62
2021 Q3	$534K	Buy	1,111 +1	+0.1%	+$491	0.27%	63
2021 Q2	$545K	Buy	1,110 +9	+0.8%	+$4.44K	0.25%	66
2021 Q1	$524K	Buy	1,101 +127	+13%	+$57.9K	0.26%	65
2020 Q4	$409K	Buy	+974	New	+$375K	0.25%	64

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bickling Financial Services's MDY Position: Q4 2022 in Review

Bickling Financial Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.27% in Q4 2022, buying an estimated $1.33K and bringing the position to 1,120 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #59.

Bickling Financial Services first reported a position in MDY in Q4 2020 and has held it in 9 quarters since. The position peaked at $576K in Q4 2021. 1,146 funds tracked by Wall St. Rank hold MDY as of Q4 2022.

Bickling Financial Services held 1,120 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $496K as of Q4 2022.
Bickling Financial Services bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2022, an estimated $1.33K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.31% of Bickling Financial Services's portfolio in Q4 2022, its #59 holding.
Bickling Financial Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $576K in Q4 2021.
1,146 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.